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  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    ToolGrinder's analysis is pretty much spot on, especially in regards to the battery (Gigafactory) cost. Just using the Q1 Cap numbers as a direct correlation to the gross (less depreciation) numbers of the charging stations is not adequate and misleading. The under construction number although stated exactly for accounting purposes is a fluid number. The additional "solar" cost has always been estimated and is "in-line" with other independent cost analysis I have seen (read about). It would not be a stretch to say that there is $110-230K spread in the cost between the two types of stations. $150K-$370K is a good range to use, albeit these numbers will narrow over time as scale becomes more and more of a factor.
    May 12, 2015. 01:45 PM | 1 Like Like |Link to Comment
  • Turns Out A Tesla Supercharger Costs 2 Or 3 Times What Elon Musk Said [View article]
    My third grade nephew can use a calculator and apparently read a 10-Q better also.
    Your numbers are way off and apparently you haven't researched accounting rules and regulations concerning energy related assets, subsidized or otherwise. Musk would not inflate or deflate the value of these stations for the simple reason that the monetary benefit versus the risk of jail time is insignificant. He's a billionaire remember?
    That said, TSLA is probably trading about twice where it should be. The inflated stock price is speculation that may or may not pay off.
    May 12, 2015. 12:12 PM | 5 Likes Like |Link to Comment
  • Tesla, Fairest Welfare Queen Of All, Cracks The Whip [View article]
    You can cut GM's sales about, oh lets say 20%, since they recalled more units than they sold and the cost to fix them will be enormous, not counting the millions and millions to be paid out in legal fees and lawsuit claims.

    GM is also still making horse and buggy type transportation type vehicle, i.e. gas powered, while Tesla not only manufactures cutting edge cars (and soon to be SUVs and trucks) but also the batteries to run them, not Shell or Exxon's batteries, and will have customers refuel them at Tesla Charging stations, again, not Shell's or Exxon's or one of the "Mom and Pop" filling stations out there. Their grocery profits might exceed all other filling stations combined one day soon. The P/E will soon fall and then when you realize the stock is cheap, it will be too late. Can you say Google, Apple or Green Mountain?
    Aug 13, 2014. 02:55 PM | 5 Likes Like |Link to Comment
  • Will Tesla's Earnings Exceed Expectations? The Company Won't Match Its Valuation Either Way [View article]
    They said the same thing about Apple, Google and Facebook.
    Jul 28, 2014. 02:05 PM | 6 Likes Like |Link to Comment
  • Strong Revenue Growth Predicted, Tesla Unlikely To Drop To $180 Post-Earnings [View article]
    Who gives a toot what Hopf thinks about Tesla's car design? It isn't rated Consumer Reports highest rated car EVER for nothing! (Those cars are gorgeous!) These type of people ranted on Apple all the way from $7 to $700 and Google from $85 to $800. Both are solid companies, as is TESLA. The future can be cloudy for even the best analyst, but Musk has a clear vision, in which I believe he is right, that batteries, recharged from the free power of the sun has a much greater long term potential than fossil fuels. Tesla as a company is still a teenager, but soon to be a young adult. That's where all the energy is, and the money will flow there also. I see TSLA at $400, one to two years out.
    May 7, 2014. 08:40 AM | 6 Likes Like |Link to Comment
  • 3 Financial Stocks To Rise 20% Or More, Possibly By 70% [View article]
    Please let us know why you make the statement that Annaly is not a safe income generator. I have read many articles on Seeking Alpha and have looked at their past payouts showing otherwise. Predictions for future payouts based on Fed policy also is just a hair short of a guarantee based on their current holdings. I'm not saying 15% guaranteed, but 10%+ is about as low as she'll go in the near future.
    Jun 6, 2012. 11:20 AM | Likes Like |Link to Comment
  • Dendreon Will Surge Higher On Provenge, Strong Cancer Research [View article]
    You said:

    "Unfortunately, there is nothing in its pipeline and most believe the end of perifosine means the end of Keryx."

    On April 12th, Seeking Alpha printed this:

    "Keryx has been in the process of developing a number of drugs that are associated with programmed cell death, as well as for cell growth and differentiation. In addition, Keryx is also developing medications that assist patients who are suffering from multiple myeloma and advanced colorectal cancer."


    "Indeed, the company just missed on one major initiative. Yet, all news of Perifosine aside, there are other reasons that I think investors should still take a good look at Keryx shares. Specifically, Zerenex could be the company's winner as it is Keryx' next major initiative.

    The company still has $31 million in cash on hand (as of March 31) to fund the trials. Given the current burn rate of approximately $4-6 million per quarter, Keryx should still have around $20 million in quarter four. I believe these funds are sufficient to progress to obtain an NDA for Zerenex."

    This contradictory opinionated reporting is what causes small investors so much grief!
    Apr 18, 2012. 08:57 AM | 4 Likes Like |Link to Comment
  • Wednesday Options Recap [View article]
    Star Scientific (CIGX) is running on Alzhiemers related news out of Roskamp Institute concerning a compound they make that reduced swelling/inflammation better than Lipitor.
    Mar 9, 2011. 04:25 PM | 1 Like Like |Link to Comment
  • Geron: Buyer Beware [View article]
    You obviously are a screaming short on the behalf of someone else since you rather boldly state "Disclosure: Author does not (and never has) owned GERN shares." Your failure to mention the FACT that paralyzed mice can now walk, run, and jump fine now after being treated with GERON's stem cell therapy. Unless you think that the most significant breakthrough in that field is insignificant to investors/shareholders.
    Oct 13, 2010. 11:08 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The rat data was always known. The FDA helped develop the Phase 3 test guidelines, after reviewing all the P1/2 results, which, believe it or not, included the rat data. The rat data that talked about tumors that occurred with or without lorcaserin and of the type that only occur in rats!
    Sep 17, 2010. 07:27 AM | 3 Likes Like |Link to Comment
  • The Upcoming Verdict on Arena's Obesity Drug [View article]
    Very good article. Your truthfulness is inspiring and commended. The negative news gets read first and sells the most papers. Those papers get trashed along with everyday garbage. The ones though that say "Saints Win Super Bowl" or "Yankees Win 27th World Title", are kept forever and framed as keepsakes. ARNA falls in the latter group.
    Sep 15, 2010. 10:36 AM | Likes Like |Link to Comment
  • Arena: This One-Trick Pony Is Safe to Short [View article]
    Heart Valve damage? You sir are uninformed and misinforming your readers. How did you ever get a job/article posted at Seeking Alpha?
    Sep 15, 2010. 09:50 AM | 8 Likes Like |Link to Comment
  • Arena's Lorcaserin: Therapeutic Value Zero? [View article]
    No One Of Consequence....

    Perfect, enough said.
    Sep 15, 2010. 09:28 AM | 1 Like Like |Link to Comment
  • Arena's Weight Loss Drug in Trouble [View article]
    The data was always there. You failed to look at it. As far as the FDA having concerns,...they are the ones who set the P3 guidelines, with all of there blessings. Basically you are bringing up old non-issues, which you originally missed, to support the recent price plunge. If the price goes back up or the drug is approved, I am sure you can dig up some article you wrote to CYA just in case that happened.
    Sep 15, 2010. 09:06 AM | Likes Like |Link to Comment
  • What Analysts Won't Tell You About Arena [View article]
    Best commentary yet on ARNA. Great job!
    Sep 7, 2010. 07:28 AM | 10 Likes Like |Link to Comment